Uploading contracts in bulk by spreadsheet

Contracts can be uploaded to multiple building via a spreadsheet upload

To download the template from the home page, go to Compliance/Contracts/Contract management -

 

Click on 'Download Template Upload File' -

             

 Leave Dwellant ID blank, the rest of the fields can be completed.

 The columns highlighted in red are mandatory.

mceclip2.png

 

 

When you have completed the spreadsheet save it (filename must end in _contracts) and go back to Contract/Buildings without contracts Click  mceclip3.png  and attach the saved file.

The template does not include schedule or expense type which are required for automatic approval. These will need to be entered manually to each contract uploaded.

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